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Pacer Trendpilot US Mid Cap ETF (PTMC) Institutional Ownership

$35.82 -1.55 (-4.14%)
Closing price 08/28/2025 03:59 PM Eastern
Extended Trading
$35.82 0.00 (-0.01%)
As of 08/28/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Mid Cap ETF (BATS:PTMC)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$53.75M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$22.55M
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PTMC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Mid Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 B. Riley Wealth Advisors Inc.18,723$653K0.0%N/A0.149%
8/18/2025 Geneos Wealth Management Inc.67,594$2.36M0.1%+39.7%0.539%
8/15/2025 Bank of America Corp DE1,014,645$35.39M0.0%-4.9%8.085%
8/15/2025 Ameriprise Financial Inc.73,298$2.56M0.0%-10.9%0.584%
8/14/2025 Raymond James Financial Inc.274,482$9.57M0.0%+2.0%2.187%
8/14/2025 NewEdge Advisors LLC256,104$8.93M0.0%+93.6%2.041%
8/13/2025 Level Four Advisory Services LLC194,604$6.79M0.3%+0.9%1.551%
8/13/2025 Northwestern Mutual Wealth Management Co.1,865$65K0.0%+34.6%0.015%
8/11/2025 Invenio Wealth Partners LLC279,114$9.74M3.9%N/A2.224%
8/11/2025 WBI Investments LLC87,320$3.05M0.8%-7.5%0.696%
8/8/2025 Rockefeller Capital Management L.P.186,289$6.50M0.0%-1.0%1.484%
8/8/2025 Avantax Advisory Services Inc.173,212$6.04M0.0%+27.9%1.380%
8/8/2025 Cetera Investment Advisers389,600$13.59M0.0%+2.9%3.104%
8/6/2025 Mascagni Wealth Management Inc.8,454$295K0.3%+15.3%0.067%
8/6/2025 Strategic Financial Partners Ltd.10,441$364K0.2%+3.5%0.083%
8/4/2025 Assetmark Inc.1,806$63K0.0%+94.6%0.014%
8/1/2025 Envestnet Asset Management Inc.35,053$1.22M0.0%-67.8%0.279%
7/31/2025 Focus Partners Advisor Solutions LLC7,604$265K0.0%-25.7%0.061%
7/30/2025 Freedom Investment Management Inc.19,030$664K0.1%+9.5%0.152%
7/30/2025 Gimbal Financial47,543$1.66M1.0%+152.3%0.379%
7/29/2025 ODonnell Financial Services LLC280,673$9.79M3.8%-35.1%2.236%
7/28/2025 Harbour Investments Inc.3,680$128K0.0%-13.9%0.029%
7/24/2025 Cyndeo Wealth Partners LLC5,856$204K0.0%N/A0.047%
7/23/2025 Tyche Wealth Partners LLC20,744$724K0.1%-5.8%0.165%
7/22/2025 DAVENPORT & Co LLC72,343$2.52M0.0%+128.4%0.576%
7/22/2025 MBL Wealth LLC232,058$8.09M0.8%-2.9%1.849%
7/21/2025 Ameriflex Group Inc.1,111$39K0.0%-47.4%0.009%
7/21/2025 J2 Capital Management Inc106,430$3.71M3.0%+3.7%0.848%
7/16/2025 Maridea Wealth Management LLC47,463$1.66M0.4%-15.8%0.378%
7/15/2025 TD Private Client Wealth LLC3,000$105K0.0%N/A0.024%
7/7/2025 Whitaker Myers Wealth Managers LTD.36,251$1.26M0.3%+1.5%0.285%
5/22/2025 WBI Investments LLC94,424$3.27M0.9%-52.6%0.774%
5/21/2025 MBL Wealth LLC239,070$8.27M0.8%+3.2%1.960%
5/21/2025 Geneos Wealth Management Inc.48,398$1.68M0.1%+4.2%0.397%
5/16/2025 NewEdge Advisors LLC132,268$4.58M0.0%-2.2%1.084%
5/15/2025 Focus Partners Advisor Solutions LLC10,233$354K0.0%-12.7%0.084%
5/15/2025 Royal Bank of Canada127,218$4.40M0.0%+0.5%1.043%
5/14/2025 Freedom Investment Management Inc.17,376$601K0.1%+17.5%0.142%
5/14/2025 Northwestern Mutual Wealth Management Co.1,386$48K0.0%N/A0.011%
5/14/2025 Level Four Advisory Services LLC192,900$6.67M0.3%+3.3%1.581%
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5/13/2025 Raymond James Financial Inc.269,133$9.31M0.0%+6.3%2.206%
5/9/2025 WealthShield Partners LLC748$26K0.0%-38.8%0.006%
5/8/2025 Harbour Investments Inc.4,272$148K0.0%-8.6%0.035%
5/8/2025 Geneos Wealth Management Inc.71,188$2.46M0.1%+53.2%0.584%
5/7/2025 Maridea Wealth Management LLC56,352$1.95M0.6%-15.9%0.462%
5/7/2025 LPL Financial LLC550,422$19.05M0.0%+0.8%4.512%
5/7/2025 Empirical Finance LLC48,411$1.68M0.1%-6.2%0.397%
5/6/2025 Pacer Advisors Inc.306,954$10.62M0.0%+3.0%2.601%
5/6/2025 Assetmark Inc.928$32K0.0%N/A0.008%
5/6/2025 Cetera Investment Advisers378,574$13.10M0.0%+0.3%3.208%
5/6/2025 Avantax Advisory Services Inc.135,471$4.69M0.0%+6.3%1.148%
5/5/2025 ODonnell Financial Services LLC432,246$14.96M6.2%-15.9%3.663%
5/5/2025 Private Advisor Group LLC16,463$570K0.0%+2.8%0.140%
4/29/2025 Envestnet Asset Management Inc.108,706$3.76M0.0%-21.4%0.921%
4/28/2025 DAVENPORT & Co LLC31,670$1.10M0.0%N/A0.268%
4/23/2025 Mascagni Wealth Management Inc.7,334$271K0.3%-18.5%0.062%
4/22/2025 Cambridge Investment Research Advisors Inc.267,608$9.26M0.0%+0.9%2.268%
4/22/2025 Register Financial Advisors LLC868$30K0.0%N/A0.007%
4/22/2025 Advisor Resource Council18,678$646K0.0%-26.4%0.158%
4/17/2025 Janney Montgomery Scott LLC6,134$212K0.0%-14.2%0.052%
4/16/2025 Wealth Enhancement Advisory Services LLC9,460$327K0.0%-9.6%0.080%
4/14/2025 Whitaker Myers Wealth Managers LTD.35,705$1.24M0.3%-1.8%0.305%
4/8/2025 J2 Capital Management Inc102,673$3.55M3.3%+67.4%0.878%
3/24/2025 Mascagni Wealth Management Inc.7,334$271K0.2%N/A0.062%
3/17/2025 Wealth Enhancement Advisory Services LLC10,460$386K0.0%-12.5%0.088%
2/26/2025 Advisor Resource Council25,382$936K0.7%N/A0.213%
2/24/2025 Ameriflex Group Inc.2,554$98K0.0%N/A0.021%
2/18/2025 Focus Partners Advisor Solutions LLC11,720$432K0.0%N/A0.103%
2/17/2025 WBI Investments LLC199,294$7.35M1.8%+3.1%1.756%
2/17/2025 Cetera Investment Advisers377,512$13.93M0.0%+1.4%3.326%
2/17/2025 Bank of America Corp DE1,071,536$39.53M0.0%+3.8%9.441%
2/17/2025 Ameriprise Financial Inc.85,908$3.17M0.0%-14.9%0.757%
2/17/2025 Aptus Capital Advisors LLC721$27K0.0%N/A0.006%
2/14/2025 Stifel Financial Corp83,395$3.08M0.0%+14.1%0.735%
2/14/2025 MML Investors Services LLC81,028$2.99M0.0%+2.9%0.714%
2/14/2025 Freedom Investment Management Inc.14,790$546K0.0%-7.8%0.130%
2/13/2025 NewEdge Advisors LLC135,281$4.99M0.0%+3.3%1.192%
2/13/2025 Rockefeller Capital Management L.P.188,382$6.95M0.0%+0.1%1.660%
2/13/2025 Bank of Montreal Can1,366$50K0.0%-39.5%0.012%
2/13/2025 Envestnet Asset Management Inc.138,279$5.10M0.0%+1.6%1.218%
2/12/2025 Maridea Wealth Management LLC67,016$2.47M0.8%N/A0.590%
2/12/2025 Level Four Advisory Services LLC186,792$6.89M0.3%-0.2%1.646%
2/12/2025Orion Portfolio Solutions LLC5,655$209K0.0%-7.4%0.050%
2/11/2025 LPL Financial LLC545,835$20.14M0.0%+9.2%4.809%
2/10/2025 Harbour Investments Inc.4,672$172K0.0%-13.4%0.041%
2/10/2025 Commonwealth Equity Services LLC78,475$2.90M0.0%+12.3%0.691%
2/10/2025 Avantax Advisory Services Inc.127,419$4.70M0.0%+5.0%1.123%
2/6/2025 Raymond James Financial Inc.253,272$9.34M0.0%N/A2.231%
2/6/2025 Steward Partners Investment Advisory LLC3,049$112K0.0%-13.4%0.027%
2/4/2025 WealthShield Partners LLC1,222$45K0.0%-37.9%0.011%
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Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).tc pixel

Click here for the names of our three top stocks to own this year (no purchase necessary).
2/4/2025 MONECO Advisors LLC15,198$561K0.1%+6.0%0.134%
2/3/2025 Private Advisor Group LLC16,010$591K0.0%-6.0%0.141%
2/3/2025 Gimbal Financial5,518$204K0.2%N/A0.049%
1/28/2025 Empirical Finance LLC51,610$1.90M0.1%-11.8%0.455%
1/27/2025 Financial Advocates Investment Management6,085$224K0.0%-83.5%0.054%
1/27/2025 Stratos Wealth Partners LTD.6,670$246K0.0%+4.3%0.059%
1/24/2025 ODonnell Financial Services LLC514,158$18.95M8.4%-0.3%4.530%
1/22/2025 Pacer Advisors Inc.298,114$11.00M0.0%+4.5%2.627%
1/21/2025 Geneos Wealth Management Inc.46,458$1.71M0.1%+32.1%0.409%
1/17/2025 Janney Montgomery Scott LLC7,150$264K0.0%+18.8%0.063%
(Data available from 1/1/2016 forward)

PTMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTMC shares?

During the previous two years, 80 institutional investors and hedge funds held shares of Pacer Trendpilot US Mid Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($35.39M), Wells Fargo & Company MN ($20.89M), LPL Financial LLC ($19.05M), Cetera Investment Advisers ($13.59M), Pacer Advisors Inc. ($10.62M), WBI Investments Inc. ($10.07M), and Cetera Advisor Networks LLC ($9.87M).Learn more on Pacer Trendpilot US Mid Cap ETF's institutional investors.

Which institutional investors have been buying Pacer Trendpilot US Mid Cap ETF's stock?

Of the 57 institutional investors that purchased Pacer Trendpilot US Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ODonnell Financial Services LLC ($493.84K), Cetera Investment Advisers ($387.85K), Invenio Wealth Partners LLC ($279.11K), Raymond James Financial Inc. ($274.48K), Avantax Advisory Services Inc. ($220.26K), J2 Capital Management Inc ($147.60K), and NewEdge Advisors LLC ($137.60K).

How much institutional buying is happening at Pacer Trendpilot US Mid Cap ETF?

Institutional investors have bought a total of 1,498,600 shares in the last 24 months. This purchase volume represents approximately $53.75M in transactions.

Which of Pacer Trendpilot US Mid Cap ETF's major shareholders have been selling company stock?

Of the 29 institutional investors that sold Pacer Trendpilot US Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ODonnell Financial Services LLC ($234.81K), WBI Investments LLC ($111.97K), Envestnet Asset Management Inc. ($103.23K), Bank of America Corp DE ($52.20K), Financial Advocates Investment Management ($42.46K), Ameriprise Financial Inc. ($23.95K), and Maridea Wealth Management LLC ($19.55K).

How much institutional selling is happening at Pacer Trendpilot US Mid Cap ETF?

Institutional investors have sold a total of 643,727 shares in the last 24 months. This volume of shares sold represents approximately $22.55M in transactions.


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This page (BATS:PTMC) was last updated on 8/29/2025 by MarketBeat.com Staff
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